Sell-Side Advisory:
Maximum Value for Middle-Market Leaders
A Structured, Insight-Driven Approach to Achieving Superior Outcomes and Strategic Fit
Superior Outcomes
Lumari Capital’s primary offering is sell-side advisory to middle-market technology and business services companies. With a deep understanding of a digital business's technical and business aspects, we position each company uniquely. The combination of left-brain logic and right-brain intuition underpins all our work. We have an extensive network of strategic acquirers and investors and have closed transactions with large companies such as Accenture and IBM, mid-size companies such as Endava and GFT or PE-backed companies such as Neoris and Myridius.
Lumari Capital brings extensive expertise in technology and business services to every sell-side engagement. Our approach uniquely combines analytical rigor with strategic insight, ensuring optimal outcomes tailored to each client's objectives. With a robust network of strategic acquirers and investors, we know how to facilitate successful transactions that maximize value.
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Our experience includes leading successful transactions with industry stalwarts such as Accenture and IBM, dynamic mid-market innovators like Endava and GFT and prominent private equity-backed firms including Neoris and Myridius. At Lumari Capital, we are committed to providing personalized advisory services that navigate complexity, drive strategic alignment, and deliver exceptional results
​We run a structured sale process...
We take on the heavy lifting and manage the structure sale process from end-to-end, allowing our clients to focus on what they do best. This leads to multiple competing offers from strategic acquirers, maximizing valuation while ensuring the best strategic and cultural fit
01
Planning
The process begins with understanding your priorities, including your desired valuation, deal structure and timing. A customized plan is then created, tailored to your specific needs.
02
Preparation
We develop compelling marketing materials, including a confidential information memorandum (CIM) and a financial model. These materials provide potential buyers with a detailed overview of your business and its growth prospects.
03
Marketing
We leverage our network to identify potential strategic and financial buyers. We manage the execution of confidentiality agreements (NDAs), share the marketing materials and address any buyer inquiries.
04
Selection
The team assists you in evaluating initial offers, considering factors like price, deal structure and buyer credibility. We then lead negotiations with shortlisted buyers to maximize value and secure the most favorable terms.
05
Due Diligence
We manage the due diligence process, coordinating the exchange of information with the buyer and their advisors.
06
Agreements and Closing
We collaborate with legal counsel to finalize the purchase agreement, ensuring all terms and conditions are clearly defined and protect your interests. We manage the closing process, coordinating all necessary steps to ensure a smooth and timely transaction.
​Benefits of working with Lumari Capital
Maximize Value:
Our combination of market knowledge, industry network and structured process leads to multiple offers and the maximum valuation.
Best Strategic Fit:
We provide multiple options; you choose the acquirer/investor who best aligns with your strategic priorities and culture.
Certainty of Close:
We mitigate potential issues before they become roadblocks and work with all the parties to ensure transaction timelines are followed.
Minimize Disruption:
We manage the complex and time-consuming sale process; you focus on running the business.
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Negotiate Effectively:
We negotiate on all the key items, ensuring favorable deal terms.
Clear Communication:
Frequent, coherent communication is the cornerstone of our transaction management process. We ensure that all parties are aligned.
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Expert Guidance:
We are your expert advisor throughout the entire transaction, helping you make informed decisions.